Wealth Management

Trust Training Certificate (TTC) - Unit 18: Trust for Security Arrangements, Commercial and Employee Benefit Needs


This is Unit 18 of the training programme in pursuing the “Trust Training Certificate”.

It consists of one module – Module 27: Some Commercial Uses of Trusts.

For the topics to cover, please refer to the content section below.


This Module concentrates on trusts for broader commercial uses which include:
- Trusts as escrow arrangements
- Trusts to provide for security – “Quistclose Trusts”
- Trusts for security in litigation
- Business trusts
- Real estate investment trusts (REITS)
- Employee benefit and medical scheme trusts
- Pre-IPO founder share trusts
- Employee share / option plan trusts and their structure and tax implications

Who should attend

The course is primarily targeted to those who would like to pursue “Trust Training Certificate” in order to apply for the Hong Kong Trustees’ Association Certified Trust Practitioner? designation.

It is also relevant to those who would like to gain a solid understanding of the course subject matter.

Speaker/Course Instructor

Carolyn BUTLER
Carolyn Butler is the Managing Director of International Fiduciaries Limited. She has 30 years’ experience in the financial services industry; the past 25 years of which have been in Asia. She has extensive expertise and knowledge of both private and corporate trusts, investment management and the retirement schemes industries and acts as an independent director for an MPF scheme. Carolyn is Chairman of the Education Sub-Committee of Hong Kong Trustees’ Association and a past Chairman of the HKTA. She is a fellow of the Hong Kong Securities and Investment Institute. She has a Bachelor of Business degree, an MBA and a Masters of Business Law.


Date & Time
Tuesday, 28 May 2019 (6:00PM - 9:00PM)
HKSI Institute Training Centre
Relevant Subject
Type 6 - Advising on corporate finance
Type 9 - Asset management
SFC:3.00, PWMA:3.00